Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers large financial institutions to cater their services to any client, from simple goal-based assessments to advanced cash flow planning analysis.

Organizational efficiency

Firms of all sizes often struggle with inefficient financial planning processes, which can lead to many problems throughout an organization. The NaviPlan Presentation Module provides repeatable planning experiences designed for any client interaction.

Home office compliance

Ensure each planning engagement is home office compliant with standardized presentations designed to maximize results.

Custom integrations

Advicent professional services have years of experience implementing custom back office integrations and workflows for enterprise organizations.

Custom client experiences

The interactive NaviPlan client portal gives clients unhindered access to their financial plans and expedites the onboarding process through its eFact Finder. Deliver a seamless digital experience while maximizing value in face-to-face meetings.

Custom presentations

API calls

Digital fact finding

Custom presentations

Utilize the Presentation Module editor to create custom experiences that directly reflect the story of your firm.

Elite training and support

You are focused on your clients and your financial plans, not the latest technology. That is where our support staff comes in. We will get you trained to use our financial planning software in the way that best fits your business, but support does not stop with training. We will be there to answer questions and teach you best practices for continued success. Here at Advicent, we are committed to your success from implementation and beyond.

We offer custom product configuration based on your practice and professional guidance through videos, reference guides, and functional documents to further engage with the newest product features.

Data security and compliance

Your client data is your most important asset — accept nothing less than the best protection for it.

Advicent tools are compliant with the internationally recognized standard of excellence for information security, the ISO/IEC 27001:2005 Code of Practice for Information Security Management Systems ("ISMS"). This certification verifies that Advicent has successfully implemented an ISMS that provides a solid framework for initiating, implementing, maintaining and managing information security within the organization, including:

Powerful physical security

Multi-point network security

Strict administrative security

Formal incident management policy

Partner Experience Program

Our team wins when your team wins

Our Partner Experience Program is committed to the ongoing success of every Advicent partner. We understand that our software is only as valuable as the return on investment that it provides. Our team of partner experience managers are here to ensure that your organization is getting the most out of your Advicent software.

Integrations

Streamline workflows and increase productivity through our integrations and partnerships with other industry leaders.

Integrations with leading technology providers transfer your client data securely, in real time - saving you time and reducing the margin for error. Our Quovo Custodial Feed integration enables users to connect their experience to a wide range of custodial businesses. Additionally, our strategic partnerships with associations like the FPA and Garrett Planning Network provide discounts to group members.